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From my time at both LCvista and Rightworks, I have been afforded the opportunity to meet…
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Cole Corcoran reposted thisCole Corcoran reposted thisRegistration is officially open for the LCvista Community Summit 2027! Join us January 27–28 in Glendale, Arizona for two days of practical conversations, peer learning, and real ways to get more from LCvista. Early Bird registration is $549 through Thanksgiving, the lowest rate we’ll offer this year. See what’s new for 2027 and secure your spot: https://hubs.ly/Q04w-YqX0
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Cole Corcoran shared thisGreat opportunity for my CPA followers to check out LCvista's newest acquisition and hear from some thought leaders in the firm mobility/licensure space!Cole Corcoran shared thisCPA licensure and mobility rules are moving faster than most firms can track, and few can say with real confidence which states their people are cleared to practice in right now. On August 26, Lindsay Patterson, Chief Regulatory Strategy Officer at LCvista (formerly CEO of CPA QualityPro), joins Boyd Search, President and CEO of the Georgia Society of CPAs, and Mark Rothert, CEO of LCvista, for a live, unscripted conversation on what's actually changing in CPA mobility this year and what it means for your firm. You'll walk away with: → A clear read on what's shifting with CPA mobility and licensure in 2026, including the 120-hour pathway → The most common renewal and registration mistakes firms are making right now → A look at how LCvista and CPA QualityPro bring together one view of exactly who's ready to practice, and in which states → The chance to ask Lindsay, Boyd, and Mark your questions directly during the session This is a live conversation, so bring your questions. Register here: https://lnkd.in/eUtyGujy
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Cole Corcoran reposted thisCole Corcoran reposted thisToday, I'm excited to share that LCvista has acquired CPA QualityPro, a leading provider of license management and state mobility solutions for the accounting profession. We keep hearing from firms that they need a scalable way to track professional readiness — whether their firm and their people are ready to practice right now, for this client, on this engagement, in this state. As they expand across geographies and service lines, that answer increasingly determines which opportunities firms can confidently pursue. But answering that question is increasingly complicated, thanks to varying requirements by state, regular rule changes, and the recent introduction of alternative pathways. With CPA QualityPro, we’re bringing together CPE compliance, learning, and now licensure and mobility, to give firms a single source of truth for readiness, so they can pursue and staff new work with confidence. I've had the chance to get to know Lindsay Patterson and the CPA QualityPro team over the past several months, and have been truly impressed by the depth of their licensing and mobility expertise. I’m excited to combine that expertise with LCvista’s strengths in learning and CPE compliance to give our clients the clearest, most complete view of professional readiness.
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Cole Corcoran shared thisWe're excited to sponsor the #BoomerCircleSummit in Kansas City this August. Looking forward to great conversations, valuable connections, and the opportunity to support leaders working to move their firms forward. #BoomerCircleSummit2026
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Cole Corcoran shared thisHad a great time at the BDO Alliance USA event in Boston tonight. Despite the rain and cancellation of the game (no 15th win for the streak tonight!), was good to connect with so many passionate and innovative folks in the accounting space. A big thanks to all those involved in the event, including Michael Horwitz Kathy Sautters (Towne) Jim Fahey Antonette N. Looking forward to continuing our partnership with BDO and its member firms! Go Sox!
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Cole Corcoran shared thisThis will be such a great event! For my accounting folks, make sure to give this one a look.Cole Corcoran shared thisMost firms can report attendance, completions, and CPE hours. Fewer can answer what matters more: Did people learn? Do they still know it? Can they do the work? On June 24, Gary Allison, Director of Learning Applications at Spiirall by LCvista, is hosting a live webinar introducing the Prove It Framework, a practical approach to measuring real learning impact. In 45 minutes, Gary will cover: - Why activity metrics tell only part of the story - The four levels of the Prove It Framework: Learning, Retention, Application, and Readiness - Practical ways to measure impact at each level, regardless of budget or tech stack Register using the link in the first comment.
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Cole Corcoran reposted thisCole Corcoran reposted thisScaling learning and development is becoming a bigger priority for accounting firms, but adding more work to already stretched teams is not a sustainable plan. LCvista is helping firms address that challenge with Plus, a platform designed to help accounting firms support more learners, manage credential complexity and make better decisions with readiness dashboards. As Mark Rothert, CEO of LCvista, explains, “talent development is the key to staying ahead of their competitors.” For firms trying to grow, retain talent and build future-ready skills, the path forward starts with scalable professional readiness. Take a closer look: https://boomer.link/hgy #AccountingFirms #TalentDevelopment #LearningAndDevelopment #ProfessionalReadinessAccounting Firm L&D Solutions for Scalable Growth | LCvistaAccounting Firm L&D Solutions for Scalable Growth | LCvista
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Cole Corcoran shared thisSuch a great opportunity for those in the accounting space looking to level up their compliance management and general L&D approach!Cole Corcoran shared thisAs firms grow, learning and compliance teams manage more learners, more credentials, and more data. Often with the same resources. This makes it hard for readiness teams to support the firm and ensure everyone is ready to practice, wherever they practice. That's why we built LCvista Plus, and on May 27, our CPO Laura Silver, is hosting a live session to show you exactly how it works. In 45 minutes, Laura will cover: - Advanced credit automation across live programs, LinkedIn Learning, and external completions to support more learners - Credential policy management to help ensure professionals have the right licenses and credentials to practice - Dashboards that give readiness teams clearer visibility into progress, trends, and opportunities to improve sooner - Live Q&A to address your questions and priorities If Plus is on your radar, or just thinking ahead, we'd love to see you there. Register using link in comments.
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Cole Corcoran shared thisExcited to be attending the AGN 2026 Americas Regional Meeting! Looking forward to sharing best practices, learning from experts, and building strategies that will ELEVATE us above today’s challenges and prepare the next generation of leaders in our firms. Will you be there? https://lnkd.in/ewAUixkN Come swing by the booth to say hello and learn how LCvista helps firms turn compliance into a talent advantage!
Cole Corcoran commented on a post
3w
Baller! Congratulations dude, they're lucky to have you. Shoutout Cole 1.0 also, great company you're joining 👍
Cole Corcoran replied to a comment
1mo
Haha yes! CygnusAI was taking over my flight plans 😂
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Cole Corcoran reacted on thisCole Corcoran reacted on thisCongratulations to the participants of our inaugural Emerging Leaders Program! 🎉 At Rightworks, we believe in investing in our people. This 6-month program helps team members grow their leadership skills, build connections across the company, and gain insights that will shape their careers. Please join us in congratulating our 2026 cohort: Alia Sanders, Sr. Marketing Campaign Manager Christopher Smiga, Senior Software Engineer in Test Joshua Romprey, Sales Operations Manager Julie Stutzman, Sr. Social Media Manager Katy Heerssen, Product Communications Manager Lauren Bowman, Client Success Manager Micaela Piner, Total Rewards Lead Michael Corrigan, Cyber Security Analyst Nicholas Sweeney, IT Services Technician Parker Gage, Account Executive Robert Green, Cloud Service Training Specialist Ryan DeLosh, Application Engineer Sarah Prowker, Account Executive, Non-Firm Solutions Stacey Both, Business Development Manager, Partnerships Tina Nunez, Information Security Manager, Security Operations Center We can't wait to see how these leaders continue to grow! And a special thanks to Danielle DeAngelis and the rest of the HR department for bringing this program to life. #EmergingLeaders #LeadershipDevelopment #WeAreRightworks
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Cole Corcoran reacted on thisExcited to be headed to Intuit Connect in Las Vegas next month! 🎰 If you’re with a firm in CA, NV, AZ, AK, or HI and will be attending, let me know. I would love to get connected. Looking forward to seeing old friends, meeting new ones, and having some great conversations.
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Cole Corcoran liked thisCole Corcoran liked thisIf I had a nickel for every time a CAS leader told me: "Our new hires don't know how to book a journal entry," I could retire. Or at least cover my dark chocolate habit. How is it possible? Is it over-reliance on technology that books the entry for you? Is it a generation not paying attention in class? Is it curriculum that rushes past the fundamentals to get to the "interesting" stuff? My guess is a little of all three. Here's the thing though: you can't become a trusted advisor without understanding how business actually works. Accounting is the language of business, and debits and credits are its grammar. You can't give strategic advice in a language you can only half read. A cardiologist can order an echo, a stress test, and a full lab panel. But if she can't take a pulse with two fingers and a watch, something has gone badly wrong in her training. The fancy tools are only useful to the person who understands what they're measuring. The same goes for CAS. Your software can post the entry, but only someone who knows the fundamentals can tell when it posted it wrong or explain to a client what it means for their business. That's why our CAS curriculum starts with the accounting basics. Advisory is built on that foundation. There's no skipping ahead to the boardroom. #accountingfundamentals, #IloveLucaPacioli
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Cole Corcoran reacted on thisCole Corcoran reacted on thisBig shoutout to Jay's Sporting Goods, Inc. in Clare Michigan! 🏕️ 🦌 🎣 I was in the area with friends this weekend while at a sober men's retreat. We stopped in and were checking out the archery section and my friend who is BLIND since birth said "man it would be cool to shoot a bow and arrow" They have an indoor test range and just at that time a manager walks by and asks if we need help. I said, "my friend and I were hoping it may be possible for him to try shooting a bow"(my friend is clearly blind). 🏹 The manager stood there, thought about it, assessed the situation, and said "I'd love for you guys to have that experience today"!!!! 🤩🔥 I swear I could hear my friends heart beating out of his chest as he sent an arrow down range. Thwap! It was amazing 🎯 Jay's is a big store, but not too big to act small. Thanks again Jay's and all your amazing staff for giving us a memory-making experience. If I wasn't already a loyal customer...... And then we ate Hamburgers. And thanks CygnusAI for giving me a long weekend to go play in the woods :)
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Cole Corcoran liked thisCole Corcoran liked thisThe value of AI depends on whether it solves a meaningful business problem. On September 24, Matthew Bitz of Rightworks and Jim Boomer will explore how firms are identifying practical AI applications, evaluating new tools against their existing technology and deciding who should lead adoption internally. For firm leaders, that creates a more disciplined path from experimentation to implementation. Register here: https://boomer.link/olh #FirmLeadership #AI #AccountingTechnology #BusinessStrategy
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Cole Corcoran liked thisIf you're a CPA, please read Mark's post and complete the *very important* survey he links to. We need to evolve the way we think about CPE - not just counting hours, but actually demonstrating competency. It’s one of the reasons I’m especially excited to be heading to Nashville this week for NASBA's National Registry Summit. I’m looking forward to learning more about the standards, but I'm even more excited to talk with others in the profession about what CPE could (and should) look like going forward. Lots of important conversations ahead!Cole Corcoran liked thisCPE has always been part of the framework of the accounting profession. But the when, where, and how that learning actually happens is shifting. I'm co-chairing the AICPA and NASBA task force behind a national survey that's live right now, and it could reshape how CPAs approach continuing education. Here's why I think it matters.
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Cole Corcoran liked thisCole Corcoran liked thisInvesting in team members is an important driver of any firm's growth and long-term success. Aprio Alliance is proud to see our member firms finding value in the Talent Development Center's expanding library of technical trainings, professional development resources, and emerging topical content designed to support learning at every career stage. Thank you to Dave Klosler and the team at Good Redden Klosler LLP for sharing their experience.
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Cole Corcoran reacted on thisCole Corcoran reacted on this⭐ People Spotlight: Ty Valasis Meet Ty Valasis, our National Business Development Manager for the UK, relationship builder, lifelong Arsenal supporter and self-proclaimed maker of the best bolognese. ⚽️🍝 Ty works with accounting firms across the UK and Ireland to understand how they operate, where things are getting stuck and how FuseSign could make a tangible difference for their business, their teams and their clients. He has also become an important part of the wider FuseWorks team. Ty brings a thoughtful approach to every conversation, is always looking for ways to improve and values being surrounded by people who challenge him to keep growing. Outside of work, you’ll usually find him on the golf course, in the kitchen perfecting his bolognese or enjoying most things Anthony Bourdain. We asked Ty what he enjoys most about working at FuseWorks: 💬 “Every person in this business is exceptionally talented. When a team is so competent, it encourages me to think differently and continue to improve the work I do to achieve what we’re building together.”
Experience & Education
Honors & Awards
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Sandler Foundations Bronze Certification
Kevin Hallenbeck
Sandler Bronze Certifications-- Sales Certification
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Omicron Delta Epsilon (International Economics Honor Society)
Saint Anselm College
-Awarded for excellence in the field of Economics.
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Pi Gamma Mu Honor Society
Pi Gamma Mu
-Awarded for excellence in political science
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